Meet Our Home Office Team

Experience. Leadership. Commitment.

At Unified Financial Group, our Home Office Team is the backbone of our organization. Made up of entrepreneurs and agency owners with over 100 years of combined experience, our leadership brings a wealth of knowledge and expertise from some of the most respected names in the industry, including:

✅ Unified Companies Inc.
Unified Financial Group
Family First Life
LegalShield
VB Work

Together, we are committed to providing unmatched support, training, and business solutions to help financial professionals like you thrive.

A Team Built for Your Success

Our Home Office Team is here to empower agents, agencies, and financial professionals with the tools, resources, and guidance needed to build a successful and sustainable business. We specialize in:

Leadership & Mentorship

✔ Expert guidance from industry leaders who have built and scaled successful agencies
✔ A strong network of like-minded professionals focused on growth and financial success
✔ Ongoing training and mentorship programs to help you achieve your goals

Business Development & Strategy

✔ Proven systems and strategies designed to maximize profitability
✔ Cutting-edge marketing and lead generation support to expand your client base
✔ Business planning insights to help you scale and sustain long-term success

Comprehensive Support Services

✔ Agent onboarding, contracting, and carrier appointments made simple
✔ Compliance and administrative support so you can focus on growing your business
✔ Access to exclusive partnerships and resources to streamline operations

Why Work with Unified Financial Group?

💡 100+ Years of Combined Experience – Learn from the best in the industry
 🚀 Entrepreneurs & Agency Owners – Real leaders with real results
 🤝 Dedicated to Your Success – Hands-on support from people who understand your business
 🌎 A Unified Vision – We are committed to helping you build, grow, and succeed

Join a Team That Puts You First!

At Unified Financial Group, we believe in creating opportunities for success at every level. Whether you’re a new agent or an experienced agency owner, our Home Office Team is here to support your journey.

(866) 936-0515
100 S Saunders Rd Suite 150
Lake Forest, Il 60045
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Agent access is not guaranteed but will be considered based on the values shared and the team vision adopted.

FEEDBACK

Our family at Unified Financial Group would Like to express our appreciation to you in meeting with us today to learn more about our firm. career opportunities and services we provide. We hope you found the information valuable and insightful and we value your feedback.

We ask that you take a few short minutes to complete our Survey below. Completing this survey will give us feedback on the information that was shared with vou. so we can continue to improve for future appointments.

Our family at Unified Financial Group would like to express our appreciation to you for joining the team. Please complete this form when you need assistance with contracting or any other support issues.

We wish you success in your future endeavors in building your empire with us.

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Appointment/Contracting Request
What areas of wealth building would you like to learn more about?

Elevating Your Wealth is a weekly online financial literacy workshop, where members can learn more in detail about how money works and how to build wealth. Would you be interested in learning more about this membership program?

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